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Laurel Wealth Planning’s Waste Management WM Stock Holding History

Laurel Wealth Planning’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$8K – 224
2022
Q3 		$8K Hold
50
– – 0.01% 169
2022
Q2 		$8K Hold
50
– – 0.01% 173
2022
Q1 		$8K Hold
50
– – 0.01% 204
2021
Q4 		$8K Hold
50
– – 0.01% 151
2021
Q3 		$7K Buy
+50
New +$7.48K 0.01% 161

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Laurel Wealth Planning's WM Position: Q4 2022 in Review

Laurel Wealth Planning sold out of Waste Management (WM) in Q4 2022, closing a stake of 50 shares — an estimated $8K sold.

Laurel Wealth Planning first reported a position in WM in Q3 2021 and held it in 5 quarters. The position peaked at $8K in Q3 2022. 1,737 funds tracked by Wall St. Rank hold WM as of Q4 2022.

  • Laurel Wealth Planning reported no remaining Waste Management position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 50 Waste Management shares in Q4 2022, an estimated $8K.
  • Laurel Wealth Planning first reported a position in Waste Management in Q3 2021 and held it in 5 quarters.
  • Laurel Wealth Planning's Waste Management position peaked at $8K in Q3 2022.
  • 1,737 funds tracked by Wall St. Rank held Waste Management as of Q4 2022.

Based on Laurel Wealth Planning's 13F filing for Q4 2022, filed 2 Feb 2023.